Purchases and Sales Made in Q1 2024 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.46KNew |
$2.09M - $2.33M
|
4.46K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.43K+ 8.71% |
$2.07M - $2.32M
|
55.3K
$33.3M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.43K+ 20.07% |
$2.07M - $2.32M
|
26.5K
$15.9M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.41KNew |
$2.06M - $2.31M
|
4.41K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.33K+ 10.22% |
$2.02M - $2.27M
|
46.7K
$28.1M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.31K+ 40.54% |
$2.02M - $2.26M
|
15K
$8.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.28K+ 1.9% |
$2M - $2.24M
|
229K
$138M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.24K+ 2.57% |
$1.98M - $2.22M
|
169K
$102M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4.21K+ 8.63% |
$1.96M - $2.2M
|
52.9K
$31.8M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 576.13% |
$1.96M - $2.2M
|
4.93K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.19K+ 1.73% |
$1.96M - $2.19M
|
246K
$148M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.17K+ 12.26% |
$1.95M - $2.18M
|
38.2K
$23M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.12KNew |
$1.92M - $2.15M
|
4.12K
$2.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
4.09K+ 2.69% |
$1.91M - $2.14M
|
156K
$93.8M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.09KNew |
$1.91M - $2.14M
|
4.09K
$2.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.08K+ 1.3% |
$1.91M - $2.14M
|
317K
$191M
|
|
|
May 15, 2024
Q1 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
4.06K+ 156.15% |
$1.9M - $2.12M
|
6.66K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.06K+ 90.16% |
$1.9M - $2.12M
|
8.56K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.05K+ 12.32% |
$1.89M - $2.12M
|
36.9K
$22.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.05K+ 30.59% |
$1.89M - $2.12M
|
17.3K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.05KNew |
$1.89M - $2.12M
|
4.05K
$2.43M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.01K+ 1.37% |
$1.87M - $2.1M
|
297K
$179M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4K+ 9.67% |
$1.87M - $2.09M
|
45.4K
$27.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.91K+ 199.85% |
$1.82M - $2.04M
|
5.86K
$3.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
3.9KNew |
$1.82M - $2.04M
|
3.9K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.84K+ 8.28% |
$1.8M - $2.01M
|
50.3K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.8KNew |
$1.77M - $1.99M
|
3.8K
$2.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.79K+ 23.07% |
$1.77M - $1.98M
|
20.2K
$12.2M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.73KNew |
$1.74M - $1.95M
|
3.73K
$2.24M
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.7K+ 336.36% |
$1.73M - $1.94M
|
4.8K
$2.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.68K+ 19.58% |
$1.72M - $1.93M
|
22.5K
$13.5M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.66K+ 42.47% |
$1.71M - $1.91M
|
12.3K
$7.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
3.66KNew |
$1.71M - $1.91M
|
3.66K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.66K+ 42.47% |
$1.71M - $1.91M
|
12.3K
$7.37M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.65K+ 13.69% |
$1.7M - $1.91M
|
30.3K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.62K+ 24.0% |
$1.69M - $1.89M
|
18.7K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 165.37% |
$1.69M - $1.89M
|
5.81K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.62KNew |
$1.69M - $1.89M
|
3.62K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.59K+ 21.88% |
$1.68M - $1.88M
|
20K
$12M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
3.49K+ 19.64% |
$1.63M - $1.82M
|
21.2K
$12.8M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.45K+ 1.72% |
$1.61M - $1.8M
|
204K
$123M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.42K+ 8.72% |
$1.6M - $1.79M
|
42.7K
$25.7M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.41KNew |
$1.59M - $1.78M
|
3.41K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.4K+ 4.46% |
$1.59M - $1.78M
|
79.7K
$47.9M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.37KNew |
$1.58M - $1.76M
|
3.37K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.35K+ 28.39% |
$1.57M - $1.75M
|
15.2K
$9.11M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.35K+ 13.91% |
$1.56M - $1.75M
|
27.4K
$16.5M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.3K+ 88.24% |
$1.54M - $1.73M
|
7.04K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.3K+ 89.72% |
$1.54M - $1.73M
|
6.98K
$4.19M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.28K+ 4.13% |
$1.53M - $1.72M
|
82.7K
$49.7M
|